Varma Mutual Pension Insurance Co
Institutional investor · Portfolio as of Q1 2023
Top Holdings215 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD INFO TECH ETF | 1.2M | $478.8M | 5.8% | $328.74 | +13.51% | 8 qtrssince 2021-Q2 | Increased 64 |
XTRACKERS EMERGING MARKETS CARBON REDUCTION AND CLIMATE IMPROVERS ETF | 17.8M | $478.5M | 5.8% | $27.79 | -13.25% | 7 qtrssince 2021-Q3 | Unchanged 0 |
FINANCIAL SELECT SECTOR SPDR | 13.4M | $431.1M | 5.3% | $30.45 | 0.00% | 1 qtr | New 96 |
ENERGY SELECT SECTOR SPDR | 3.7M | $305.7M | 3.7% | $37.55 | 0.00% | 1 qtr | New 86 |
MICROSOFT CORP | 920,248 | $265.3M | 3.2% | $232.02 | +19.86% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 663,170 | $249.4M | 3.0% | $363.00 | -1.55% | 17 qtrssince 2019-Q1 | Increased 91 |
APPLE INC | 1.5M | $245.6M | 3.0% | $138.38 | +17.25% | 17 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INT-TERM CORPORATE | 3M | $240.7M | 2.9% | $68.87 | +0.52% | 17 qtrssince 2019-Q1 | Increased 84 |
BLACKROCK ETF TRUST | 4.8M | $217.8M | 2.7% | $47.59 | -9.70% | 8 qtrssince 2021-Q2 | Unchanged 0 |
ALPHABET INC-CL A | 2.1M | $215.9M | 2.6% | $98.53 | +1.62% | 12 qtrssince 2020-Q2 | Increased 67 |
ISHR IBX USD HIYLD CB ETF-UI | 2.6M | $192.7M | 2.4% | $62.34 | +0.99% | 16 qtrssince 2019-Q2 | Increased 84 |
VANGUARD S/T CORP BOND ETF | 2.5M | $189.1M | 2.3% | $66.55 | +1.76% | 3 qtrssince 2022-Q3 | Increased 82 |
ISHARES TR | 2M | $168.8M | 2.1% | $81.69 | -11.17% | 10 qtrssince 2020-Q4 | Increased 79 |
ISHARES S&P 500/BARRA VALUE | 955,459 | $145M | 1.8% | $142.17 | +0.09% | 12 qtrssince 2020-Q2 | Increased 77 |
INVESCO QQQ TR | 444,245 | $142.6M | 1.7% | $310.57 | 0.00% | 1 qtr | New 69 |
NETFLIX INC | 384,568 | $132.9M | 1.6% | $19.96 | +69.51% | 12 qtrssince 2020-Q2 | Decreased 0 |
CONSUMER STAPLES SPDR | 1.7M | $124.8M | 1.5% | $68.29 | +23.99% | 13 qtrssince 2020-Q1 | Increased 77 |
ISHARES CORE MSCI EMERGING | 2.4M | $114.9M | 1.4% | $42.69 | +91.97% | 2 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.6M | $114.6M | 1.4% | $66.67 | 0.00% | 1 qtr | New 69 |
DBX ETF TR | 3.5M | $104.5M | 1.3% | $26.03 | +7.13% | 3 qtrssince 2022-Q3 | Decreased 0 |
Varma Mutual Pension Insurance Co manages $8.2B across 215 positions as of Q1 2023. Top holdings: VGT (5.8%), EMCR (5.8%), XLF (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 27 new positions, 42 exits, 26 increased. Top move: XLF (NEW, conviction 96). Portfolio: $8.2B across 215 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer